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iShares Short-Term National Muni Bond ETF

472 hedge funds and large institutions have $2.58B invested in iShares Short-Term National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 201 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+49
Holders Change %
+11.58%
% of All Funds
8.37%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
89
Increased
201
Reduced
105
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCA
426
Bray Capital Advisors
Florida
$121K -$21.7K -200 -15%
Fidelity Investments
427
Fidelity Investments
Massachusetts
$121K +$217 +2 +0.2%
RA
428
Reby Advisors
Connecticut
$120K +$120K +1,110 New
TFS
429
TrustCore Financial Services
Tennessee
$118K +$27.8K +256 +31%
LWP
430
Lumature Wealth Partners
Georgia
$110K +$110K +1,022 New
MAM
431
Meeder Asset Management
Ohio
$109K +$3.13K +29 +3%
RP
432
Rice Partnership
Hawaii
$107K +$107K +992 New
CWA
433
Clearview Wealth Advisors
Oregon
$105K +$105K +973 New
WT
434
Washington Trust
Rhode Island
$102K
BWM
435
Birchcreek Wealth Management
Ohio
$97K +$97K +901 New
GAM
436
Gemmer Asset Management
California
$96K +$14.9K +137 +18%
ADL
437
Asset Dedication LLC
California
$85K +$43.4K +398 +104%
SC
438
SouthState Corp
Florida
$78K
SIAP
439
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$74K -$3.48K -32 -4%
KCM
440
Kathmere Capital Management
Pennsylvania
$72K -$85.2K -789 -54%
EP
441
Eudaimonia Partners
Tennessee
$57K +$25.2K +234 +79%
AWM
442
AllSquare Wealth Management
New York
$54K
HPC
443
HM Payson & Co
Maine
$54K +$54K +500 New
SSWG
444
Seven Springs Wealth Group
Tennessee
$51K
BCWM
445
Bartlett & Co Wealth Management
Ohio
$50.4K
BC
446
Bartlett & Co
Ohio
$50K
EW
447
Element Wealth
Mississippi
$50K +$50K +465 New
Lazard Asset Management
448
Lazard Asset Management
New York
$48K -$48K
CAM
449
Caprin Asset Management
Virginia
$48K
LGWM
450
Litman Gregory Wealth Management
California
$45K